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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,348 | $150,447-77.8% | $136,298-75.5% | $147,586-77.4% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 24.84% | 1049.15%-1024.3pp | 5156.27%-5131.4pp | 578.59%-553.8pp |
| Employer contribution / active EE | $2,233 | $5,256-57.5% | $4,696-52.4% | $4,876-54.2% |
| Participant deferral / active EE | $6,172 | $6,631-6.9% | $6,247-1.2% | $5,439+13.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |